Lead Specialist, Core Performance & FI Analytics

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Skills you'll use

What you'll do

• Effectively handle multiple tasks or Client Services projects independently. Responsibilities include conducting advanced portfolio performance or risk result analysis to assess the different sources of portfolio returns and/or various risk measures, incident management, client service and service delivery.
• Develop and maintain up-to-date knowledge of the asset management industry, current market trends and economic factors for maintaining a competitive edge over the execution and delivery of creative solutions & strategies.
• Actively participate and contribute to best-practices initiatives and product/workflow enhancements for Client Services by obtaining an excellent grasp of the product functionalities and methodologies as well as industry-specific principles and best practices. Close collaboration with middle and front office of our clients – institutional asset managers, wealth managers and asset owners.
• Analyze and solve complex business issues related to clients’ investment portfolios, financial data, analytics, and workflows.
• Strong aptitude for understanding and gathering requirements to address client-specific business needs efficiently.
• Assist and support the smooth execution of clients’ production processes and workflows.
• Collaborating, mentoring, training, supporting, and acting as escalation for the RCS Customer Success or Managed Services Operations teams and other client teams at FactSet

Who can apply

• University degree in Finance, Economics or related industry discipline.
• 3+ years of relevant experience required
• Fluent English verbal and excellent written communication skills.
• Strong knowledge of financial instruments pricing, including standard stock and bond assets, as well as derivative products such as options, futures, swaps (e.g., CDS, IRS, TRS), and structured products.
• Participation in the CFA Program or FRM Program is an added advantage
• Python and data science skills would be considered a plus
• Ability to build strong, trusting relationships with FactSet clients and internal stakeholders Flexibility/Adaptability/Managing Multiple Priorities
• Excellent interpersonal skills with a strong sense of initiative, team player.
• Strong analytical and critical thinking abilities.

About FactSet

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